Monetary Solutions, Ltd has disclosed its latest investment portfolio in a 13F-HR filing, revealing a total value of approximately $117 million as of September 30, 2026. This report is crucial as it provides insights into the company’s investment strategies and asset allocations.
The filing, submitted on October 22, 2026, highlights a diverse range of holdings, including significant positions in well-known companies and exchange-traded funds (ETFs). The report indicates that the company is actively managing its investments, which may influence its competitive standing in the financial services industry.
Background
Monetary Solutions, Ltd is a financial services firm based in Dayton, Ohio. The company operates under the Central Index Key (CIK) 0002112370 and is classified under the SEC Act of 1934. Its fiscal year ends on December 31, and it has been consistently filing 13F-HR reports, with the most recent submission being on October 22, 2026. The company's address is 3066 Kettering Blvd, Dayton, OH 45439.
What the Filing Says
The 13F-HR filing reveals that Monetary Solutions holds a total of 636 entries in its portfolio. The total value of the holdings is reported at $117,092,376. This filing is a reflection of the company's investment discretion, indicating that it maintains sole voting authority over its assets. The filing states, "The total value of the portfolio reflects a strategic approach to investment management."
Impact
This update may affect various stakeholders, including investors, analysts, and competitors within the financial services sector. The detailed breakdown of holdings, particularly in sectors like technology and consumer goods, could provide insights into market trends and investment strategies that other firms may consider adopting. Competitors may analyze these positions to gauge Monetary Solutions' market approach and performance.
What's Next
The filing does not specify what happens next for Monetary Solutions, Ltd. However, it is expected that the company will continue to monitor and adjust its portfolio in response to market conditions and investment opportunities.